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William H. Apfel, CFA

Chief Investment Officer

Bill is the firm’s Chief Investment Officer. He is a Portfolio Manager on the Balanced, Large Cap Core, Large Cap Value, and International Large Cap strategies, and manages portfolios for institutional and private wealth clients. He serves as Chair of the Investment and Investment Policy Committees, and is a member of the Portfolio Strategy, Audit & Risk, Active Ownership and ESG Research & Engagement Committees.

Bill began his career in 1984 and joined the firm in 1989. He earned a BA from Binghamton University, MA from Georgetown University, and PhD from Brown University, and was a Fulbright Scholar. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.